Continued to expand CI’s presence in U.S. wealth management with the acquisition of registered investment advisor firms: Barrett Asset Management; Brightworth; Budros, Ruhlin & Roe; Columbia Pacific Wealth Management; Dowling & Yahnke; Gofen & Glossberg; Matrix Capital Advisors; McCutchen Group; Portola Partners Group; Radnor Financial Advisors; RegentAtlantic; R.H. Bluestein & Co.; and Segall Bryant & Hamill. CI also made strategic investments in alternative asset management firms Columbia Pacific Advisors and GLASfunds.

Selected Miami as the location for CI’s U.S. headquarters.

Built an industry-leading suite of cryptocurrency solutions with the launch of CI Galaxy Bitcoin ETF and CI Galaxy Ethereum ETF, as well as mutual funds investing in bitcoin and Ether.

Continued to modernize CI’s asset management operations with the launch of other timely products, including: a private equity fund managed by Adam Street Partners; a gold bullion ETF; liquid alternative funds; and a series of environmental, social and governance (“ESG”) mandates.

CI Assante Wealth Management was ranked highest in overall investor satisfaction with full-service investment firms in the prestigious J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust.

Entered U.S. wealth management market by acquiring registered investment advisors BDF, Bowling Portfolio Management, Doyle Wealth Management, One Capital Management, RGT Wealth Advisors, Roosevelt Investment Group, Stavis & Cohen Private Wealth, and Surevest, as well as purchasing strategic interests in The Cabana Group and Congress Wealth Management.

Deepened presence in Canadian wealth management with the acquisition of Aligned Capital Partners, a full-service investment advisory firm.

Listed CI common shares on the New York Stock Exchange under the ticker CIXX.

Rebranded the company and its subsidiaries, as WealthBar Financial Services was rebranded CI Direct Investing, Assante Wealth Management was rebranded to CI Assante Wealth Management, CI Investments was rebranded as CI Global Asset Management, and BBS Securities was renamed CI Investment Services.

Expanded ETF business with acquisition of WisdomTree Asset Management Canada.

Launched a series of innovative new products, including: a suite of income funds sub-advised by DoubleLine Capital; CI Galaxy Bitcoin Fund; and CI Global Longevity Economy Fund.